Weebit - 2023 and beyond, page-21

A very interesting article in regards to memory.

Interesting the take on memory and Samsung as possibly using its size to push for memory advancement.

We remain concerned about Samsung and other memory makers

We are very worried that Samsung and other large memory makers could use the industry weakness combined with their deeper pockets to continue to spend to try to take share from Micron in the downturn. It would not be totally out of character for Samsung to press its size advantage here and now.

Not surprisingly, the number of memory makers in the world almost always gets reduced in down cycles.

Also like this line..... "The bottom line is that memory has to get better before we have a “true” upcycle."

they don't talk about RRAM in this article which I found strange.

https://semiwiki.com/semiconductor-services/semiconductor-advisors/322475-micron-ugly-freefall-continues-as-downcycle-shapes-come-into-focus/